Challenges
- Siloed Systems: Disconnected information across SharePoint and AWS hindered RM productivity.
- Manual Analysis: High manual effort required for KPI computation (XIRR, Revenue, Asset Allocation).
- Search Inefficiency: Slow, exact-match dependent document discovery within large repositories.
- Governance Requirements: The need for enterprise-grade security and RM-scoped data access.
Solutions
Exponentia.ai delivered an end-to-end AI ecosystem:
- RAG-Based Retrieval: Conversational access to unstructured documents with citation-backed answers.
- Text-to-SQL Engine: Conversion of natural-language queries into SQL for structured portfolio datasets.
- Unified Interface: Integrated solutions across Microsoft Teams and the Prism web application.
- RBAC Enforcement: Strict data security ensuring RMs only view their specific client portfolios.
Outcomes
- Productivity Gains: Significant reduction in manual spreadsheet effort and document searching.
- Real-Time Analytics: KPIs and charts generated instantly over pre-computed datasets.
- Enhanced UX: Improved latency, model performance, and UI consistency across applications.
- Scalable Foundation: Strengthened data governance for future GenAI expansion.
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